Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,409,549
+$609,498 QoQ
Shares Held
189,398
+0.1% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#111
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRAUN STACEY ASSOCIATES INC holds $82,645,393 across 3 Utilities - Regulated Electric names. AEE ranks #3 (25.9% of the industry book) .
All Filings in AEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,409,549 | 189,398 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,800,051 | 189,229 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $18,849,174 | 188,756 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $19,742,746 | 189,143 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,039,961 | 187,838 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,792,068 | 187,172 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $17,153,121 | 192,429 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,963,916 | 193,962 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $13,641,883 | 191,842 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $14,796,584 | 200,062 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $11,615,054 | 160,562 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $13,321,011 | 178,017 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $14,628,893 | 179,122 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $28,349,224 | 328,154 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $13,807,853 | 155,284 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $12,013,146 | 149,139 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $13,296,745 | 147,153 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $13,678,177 | 145,885 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $13,599,214 | 152,783 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $12,109,743 | 149,503 | Shares | Defined | 2021-12-01 | |
| 2021-06-30 | $12,541,707 | 156,693 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $13,180,563 | 162,003 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $13,107,053 | 167,910 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $12,888,695 | 162,983 | Shares | Defined | 2020-10-27 | |
| 2020-06-30 | $12,043,028 | 171,163 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $12,027,145 | 165,140 | Shares | Defined | 2020-06-09 | |
| No filing history on record for this holder in this stock. | ||||||